2025-08-11T11:08:35-05:00 2024-12-31 881478669 CBIZ ADVISORS LLC 600 ANTON BLVD SUITE 1600 COSTA MESA CA 92626 990 2024-01-01 330566061 NATIONAL BICYCLE DEALERS ASSOCIATION NATI 9497226909 3972 BARRANCA PARKWAY J-423 IRVINE CA 92606 HEATHER MASON PRESIDENT 9497226909 2025-07-30 1 0 JEFFERSON CHEN P01965642 9492365600 2025-07-30 2024 2025-03-06 01:10:19Z HEATHER MASON 3972 BARRANCA PARKWAY J-423 IRVINE CA 92606 698282 0 X NBDA.COM X 1946 CA TO PROVIDE MEMBERSHIP SERVICES TO BICYCLE DEALERS THROUGHOUT THE UNITED STATESINCLUDING CONFERENCES, TRAINING, AND RESEARCH DATA. 12 12 5 0 0 0 0 0 546043 637252 3549 20259 -21054 0 528538 657511 0 0 0 0 219897 250274 0 0 0 302193 338732 522090 589006 6448 68505 474080 546234 490 2427 473590 543807 X TO INSPIRE AND SERVE THE SPECIALTY BICYCLE RETAILER THROUGH COMMUNICATING THE VALUE AND NEEDS OF THE SPECIALTY BICYCLE RETAILER, ENHANCING THE SPECIALTY BICYCLE RETAILER'S PROFITABILITY AND PROMOTING THE PASSION FOR CYCLING. THE VISION OF LEADING BICYCLE RETAIL TO EXCELLENCE IS ACCOMPLISHED THROUGH EDUCATION, COMMUNICATION, RESEARCH, ADVOCACY, MEMBER DISCOUNT PROGRAMS AND PROMOTION OF THE SPECIALTY BICYCLE RETAILER. 0 0 WEBINARS AND TRADE SHOW SEMINARS - WE HOST AND PRODUCE BETWEEN 4 AND 6 WEBINARS FOR BICYCLE RETAILERS IN KEY MARKETS EACH YEAR, IN ADDITION TO NUMEROUS SEMINARS AT INDUSTRY TRADE SHOWS. THESE EVENTS FEATURE PRESENTERS ON BUSINESS EXCELLENCE. THEY ARE OFFERED FREE TO MEMBERS. TOPICS HAVE INCLUDED EMPLOYEE HIRING AND MANAGEMENT, STORE MANAGER TRAINING, SERVICE DEPARTMENT MANAGEMENT, BICYCLE PROMOTION, ADVOCACY AND INDUSTRY STATISTICS. THEY ATTRACT BETWEEN 20 AND 120 RETAILERS, DEPENDING ON THE TOPIC. ALL SESSIONS ARE AIMED TO BRINGING SOUND INFORMATION AND INSPIRATION TO BICYCLE RETAILERS TO HELP THEM IMPROVE THEIR BUSINESSES. THE PROFITABILITY PROJECT - THIS PROGRAM IS MODELED AFTER SIMILAR PROGRAMS IN THE AUTOMOTIVE INDUSTRY. WE SUPPORT AND FACILITATE MEETINGS AND INFORMATION SHARING FROM MEMBER RETAILERS IN NON-COMPETING MARKETS. THEY WORK WITH EACH OTHER TO SHARE KEY FINANCIAL INFORMATION ON A MONTHLY BASIS. THEY MEET TWICE EACH YEAR FOR TWO DAYS WITH A FACILITATOR TO COMPARE NUMBERS, SEEK BUSINESS IMPROVEMENT, SHARE IDEAS, AND VISIT MEMBER STORES FOR CRITIQUE PURPOSES. THE PURPOSE IS TO SUPPORT EACH OTHER IN SEEKING EXCELLENCE IN BUSINESS PRACTICES TO SERVE THEIR CUSTOMERS BETTER, AND THIS RELATES DIRECTLY TO OUR MISSION STATEMENT. THE GROUP GENERATES AVERAGES FOR KEY PERFORMANCE INDICATORS IN BUSINESS OPERATIONS THAT ARE THE BASIS FOR MEASUREMENT THAT DRIVE BUSINESS IMPROVEMENT IN EACH AREA. EXAMPLES WOULD BE PAYROLL AS A PERCENTAGE OF SALES, AND PRODUCTIVITY PER SQUARE FOOT OF SPACE. NBDA CONDUCTED SURVEYS AND RESEARCH AND PUBLISHED A CONSUMER RESEARCH REPORT TITLED-NBDA BICYCLE BUYING 2021 CONSUMER RESEARCH STUDY OF PANDEMIC BICYCLE AND EBIKE BUYING HABITS. 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 5 1 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 0 1 1 0 0 1 0 0 0 1 1 0 CA X HEATHER MASON 9497226909 3972 BARRANCA PKWY STE J-423 IRVINE CA 92606 KENT CRANFORD DIRECTOR 1.00 X 0 0 0 PETER HENRY BOARD CHAIR 4.00 X X 0 0 0 ANDREW FEENSTRA VICE CHAIR 1.00 X X 0 0 0 PHIL COHEN DIRECTOR 1.00 X X 0 0 0 JOHN ROBINSON DIRECTOR 1.00 X 0 0 0 JOSEPH DU BOIS DIRECTOR 1.00 X 0 0 0 HEATHER MASON PRESIDENT 32.00 X X 129068 0 0 GILLIAN FORSYTH TREASURER 2.00 X 0 0 0 JAKE CAPISTRANT SECRETARY 2.00 X X 0 0 0 SHIRLY GONZALEZ DIRECTOR 1.00 X 0 0 0 CHELSEA KULP DIRECTOR 1.00 X 0 0 0 PAUL TOBIO DIRECTOR 1.00 X 0 0 0 129068 0 0 1 0 0 0 0 MEMBERSHIPS & PROGRAMS 900099 577447 577447 TRADE SHOW /WEBINARS 900099 50460 50460 PUBLICATIONS 900099 7173 7173 DONATIONS 900099 2172 2172 637252 17576 17576 43454 40771 2683 2683 2683 657511 639935 0 17576 129068 100469 2400 18337 6603 1198 3045 16267 5529 20302 5854 MEMBERSHIP DEVELOPMENT 137950 TRADESHOW PROGRAMS 42146 INDEPENDENT CONTRACTORS 37386 SURVEYS AND RESEARCH 20900 41552 589006 145528 158731 196803 209539 4210 4210 0 0 129322 161358 2427 16606 474080 546234 490 2427 490 2427 X 0 0 0 0 473590 543807 473590 543807 474080 546234 68505 1712 0 X X 1 X 0 1 0 4210 4210 0 0 STIFEL NICOLAUS BROKERAGE ACCOUNT 161358 F 161358 CREDIT CARDS 2427 2427 1 X X X 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THIS IS A MEMBERSHIP ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERSHIP ELECTS THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY TAX PREPARER, CBIZ. THE GOVERNING BODY REVIEWS FORM 990 WITH TAX PREPARER BEFORE IT IS FILED. ONCE REVIEWED, FORM 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION COMMITTEE BOARD FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES ITS GOVERNING DOCUMENTS UPON REQUEST. THERE IS NO CONFLICT OF INTEREST POLICY. THE ORGANIZATION WILL PROVIDE FINANCIAL STATEMENTS TO THOSE THEY ARE LEGALLY OBLIGATED TO PROVIDE UPON REQUEST. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC KENT CRANFORD - 3972 BARRANCA PARKWAY SUITE J-423, IRVINE, CA 92606. PETER HENRY - 3972 BARRANCA PARKWAY SUITE J-423, IRVINE, CA 92606. ANDREW FEENSTRA - 3972 BARRANCA PARKWAY SUITE J-423, IRVINE, CA 92606. PHIL COHEN - 3972 BARRANCA PARKWAY SUITE J-423, IRVINE, CA 92606. JOHN ROBINSON - 3972 BARRANCA PARKWAY SUITE J-423, IRVINE, CA 92606. JOSEPH DU BOIS - 3972 BARRANCA PARKWAY SUITE J-423, IRVINE, CA 92606. HEATHER MASON - 3972 BARRANCA PARKWAY SUITE J-423, IRVINE, CA 92606. GILLIAN FORSYTH - 3972 BARRANCA PARKWAY SUITE J-423, IRVINE, CA 92606. JAKE CAPISTRANT - 3972 BARRANCA PARKWAY SUITE J-423, IRVINE, CA 92606. SHIRLY GONZALEZ - 3972 BARRANCA PARKWAY SUITE J-423, IRVINE, CA 92606. CHELSEA KULP - 3972 BARRANCA PARKWAY SUITE J-423, IRVINE, CA 92606. PAUL TOBIO - 3972 BARRANCA PARKWAY SUITE J-423, IRVINE, CA 92606. FORM 990, PART XI, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE COMPILATION OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCEDURES IN PLACE HAVE NOT CHANGED FROM THE PRIOR YEAR.